Personal Banker (Member Service Representative II)

SchoolsFirst Federal Credit Union; Oceanside (CA); On-site; USD 51,000 - 74,000; Full time

Job summary

SchoolsFirst FCU is seeking a Personal Banker (Member Service Representative II) to deliver World Class service at our California branches. You will promote credit union products, process transactions, and help Members open accounts.

This role requires 1-3 years of related experience, a High School Diploma or GED, and may require notary licensing and CA DMV pull program participation. A 40-hour work week, on-site with some collaboration across the branch.

Qualifications

• High School Diploma or GED.
• 1-3 years of related experience.
• Notary License or willingness to obtain one.
• May require CA DMV pull program participation.

Responsibilities

• Provides World Class Member service to Members visiting branch/service center locations.
• Promotes credit union products and services to build relationships.
• Processes transactions in savings, loans, and auxiliary services.
• Processes new memberships and account/funding requests as needed.
• Performs file maintenance like address changes, check orders, and ATM cards.
• Delivers consultative services to Members regarding credit union products.

Education

High School Diploma or GED

1-3 years of related experience

Notary License

CA DMV pull program participation

Job description

We’re always looking for diverse, talented, service-oriented people to join our exceptional team.

Personal Banker (Member Service Representative II)

Pay Range: $24.56 - $35.62

Scheduled Weekly Hours: 40

What You’ll Be Doing

• Provides World Class Member service to Members visiting branch/service center locations.
• Provides information and promotes credit union products and services to build relationships.
• Processes transactions in the general areas of savings, loans, and auxiliary credit union services.
• Processes new memberships, additional share accounts, savings services, consumer loan requests and general consumer loan fundings as requested by Members.
• Performs various file maintenance including processing requests for a change of address, check orders, and ordering ATM cards, etc.
• Performs , vault and night drop duties as assigned, Assists with the morning and evening preparation of the branch, and other teammembers as needed throughout the day.
• Performs other related duties as assigned or requested.
• Has working knowledge of credit union savings and consumer loan products and all services.
• Has basic knowledge of real estate products.
• Maintains cash and negotiables.
• Provides suggestions for streamlining department and credit union operations.
• Performs other related duties as assigned or requested.
• Processes new memberships, additional share accounts, savings services, consumer loan requests and general consumer loan fundings as requested by Members.
• Performs research on accounts, identifies and corrects Member account problems.
• Delivers World Class face-to-face service to Members requesting account assistance.
• Provides consultative services to Members regarding credit union products and services by assessing the Member's needs, addressing their concerns and gaining agreement.
• All teammembers must comply with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties.
• Failure to do so may result in disciplinary and other employment related actions.
• Performs other related duties as assigned or requested.

Additional Job Functions

• Provides daily support to teammembers, including answering questions and problem resolution, communicating job expectations; planning, monitoring, and appraising job results; training, coaching, counseling, and disciplining teammembers; developing, coordinating, and enforcing systems, policies, procedures, and productivity standards.
• Accomplishes financial objectives by forecasting requirements; preparing an annual budget; scheduling expenditures and analyzing variances Contributes to organizational goals and priorities as a member of Management team.
• Establishes and implements plans that have short-term (1-2 year) impact on business results in alignment with organization objectives.
• Evaluates operating procedures and policies, ensuring the highest levels of Member service, productivity and internal control.
• Initiates, researches, coordinates and implements department or division projects intended to benefit Members, internal teammembers or department operations.
• Ensures compliance with state and federal laws as well as any other applicable regulations.
• Understands the Credit Union organizational goals and key performance indicators and takes the necessary actions to achieve desired results.
• Performs other duties as assigned.
• Complies with regulatory compliance and assigned training requirements including but not limited to BSA regulations corresponding to their specific job duties.
• Failure to do so may result in disciplinary and other employment related actions.

Qualifications

• High School Diploma or GED required
• 1-3 years of prior related experience required
• Notary License (if not already licensed, completing notary training and licensing will be required)
• Participation in the CA DMV pull program may be required depending on assignment

About Us

SchoolsFirst FCU is committed to Diverse, Equitable, and Inclusive Hiring At SchoolsFirst FCU we are dedicated to building and growing a diverse, inclusive, and authentic Dream Team, so if you’re excited about a position or wanting to make a career change but your past experience doesn’t align perfectly with every qualification in the job description, we encourage you to apply anyway. Many skills are transferrable and you may be just the right candidate for the position, or for other roles we are working on. SchoolsFirst Federal Credit Union is committed to fostering, cultivating, and preserving a culture of diversity and inclusion. SchoolsFirst FCU is an equal opportunity employer and prohibits discrimination against qualified individuals based on their status as protected veterans or individuals with disabilities and prohibits discrimination against all individuals based on their race, color, religion, sex, national origin, age, sexual orientation, gender identity or expression, political affiliation, or genetic information. This organization participates in E-Verify. We're passionate about living our mission of providing Members with World-Class Personal Service and financial security. There's a reason we love coming to work every day. We have the privilege of serving those who build the future: school employees, and the families who make their work possible. Our success is built on our relationships with each other, our Members and the community. We value teamwork and face-to-face interactions and believe we’re at our best when we’re collaborating in-person. We also know the flexibility to work remotely benefits the wellbeing of our team.

Location

View the work location information below on the job listing that interests you.

100% on-site, 0% remote. Including those serving Members in-person at our branches. Three days a week in the office and up to two days remote. Hybrid teams coordinate on-site days to collaborate in-person. Up to 100% remote. Select individual contributor roles may be given the option to work fully remote.